Profile Snapshot
Soumen is based out of Dubai & has studied Marketing, MBA-Master of Business Administration from Year 2006-2008 in CU-Calcutta University, University of Calcutta.
Soumen Chandra is Skilled in Aptitude, Team Leadership, Direct Marketing and other talents.
Talents
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Team Leadership... among 0 users in Dubai…among 0 users worldwide -
Direct Marketing... among 0 users in Dubai…among 0 users worldwide -
Business Development... among 0 users in Dubai…among 0 users worldwide -
Aptitude... among 0 users in Dubai…among 0 users worldwide74.98percentile among worldwide users
Professional Path
Sr. Relationship Officer- SME Finance
ADCB Bank
Full Time
Jun-2014 To
present
11 years 2 months
- ? Business Development, Advisory Services & Distribution of for corporate clients.
? Sourcing NTB client for trade finance, cash loan & facilities from Dubai, Sharjah & North Emirates.
? Coordinate and maintain relationship with existing corporate for trade facility products [LC, Bank Guarantees, Cash Credit, TCs, Invoice discounting & Cash loan].
? To provide solution to corporate clients on Working capital Finance, Cash flow & Company credit line.
? Verifying & Maintain KYC documentation for all Trade Products.
? Coordinate with different departments regarding negation on Rates & Charges.
? Monitor Clients Transaction and information regarding Funds, LC & BG disbursals, Interest & Charges.
? Coordinate with senior management in terms of allocation and achievement of budgeted revenue, expenses and headcount
? Responsible for all client related queries and complain
? As Relationship Manager, for premium banking clients monitoring existing relationship and wealth manageme - Achieved already 110% YTD target with highest incentives.
Rated 4 for half yearly appraisal
Sr. Relationship Officer- Business Banking
Mashreq Bank
Full Time
Jan-2013 To
May-2014
1 years 4 months
- ? Providing SME finance to SME & Mid- Corporate [ Trade Facility, Working Capital Finance & Cash Loan]
? Prepare roadmap for Revenue Budgeting, expenses segmentation among departments an headcount.
? Acquisition of New to Bank customer & provide wealth management solution for existing Mashreq Gold Clients.
? Coordinate and maintain relationship with HNI client to enhance portfolio of 15mio FUM.
? Provide rates & charges to clients and Issue Offer Letter to clients.
? Coordinate with different segments and departments to provide end to end support.
? Coordinate with senior management in terms of allocation and achievement of budgeted revenue, expenses and headcount - Awarded as Best SRO in Dubai & North Emirates for Q2 and Q3 on 2013.
Assistant Manager- Advance Banking
HSBC
Full Time
Jan-2011 To
Sep-2012
1 years 8 months
- ? Business Development, Advisory Services & Portfolio Management
? Create monthly normalization exercise used by senior management to better identify key expenses driver by differentiating normal business expenses from one of costs.
? Direct distribution of Investment [MF, PMS, Bonds & Equity] and Insurance to Premier Clients.
? Manage global Allocation Process used to allocate revenue, expenses, headcount
? Portfolio Management and monitoring & increase AUM and FUM of Rs 24 Cr
? Acquire new CA, SA,FD & Credit Cards from open market and enhance Book value.
? Look after Investment and Insurance portfolio of Advance base clients.
? Cold calls, Contact, Lead generation, Prospecting
? Contribute to the product structure by incorporating specific client needs
? Prepare Business Proposals
? Demonstration of Product - ? Achieved 2lacs revenue per month through Insurance.
? Awarded as Best RM in same category for Investment revenue.
? Acquired New to Bank Customers of total portfolio size 6 Crores in HSBC Bank
? Successfully activated Dormant Portfolio of 4 Crores out of a total of 12 Crores in HSBC
Personal Financial Manager, Premium Banking
Standard Chartered Bank
Full Time
Jan-2007 To
Jan-2011
4 years
- ? Sales & Acquisition for New to Bank Customers.
? Direct distribution of Investment [MF, PMS, Bonds & Equity] and Insurance to Excel base Clients
? Responsible for handing and increase FUM of AED 12Mio and AUM of 15 Mio.
? Entire Sales process from catchments mapping, lead generation, prospecting to closing of sales
? Participate actively in branch sales planning to generate action plans for meeting targets
? Customizing portfolios for clients by understanding their suitability and risk appetite
? As Relationship Manager, for premium banking clients monitoring existing relationship and wealth management - ? Achieved 105 % M-o-M employee score for performance
? Pan India No 1 PFM in Investment contest 2009&2010.
? Gets a band hike for twice in an year 2010
» 1 Project
Qualifications
Calcutta University
Master of Business Administration Marketing
2006-2008
-%
Aligarh Muslim University
Bachelor of Commerce Commerce
2001-2004
74%
Extra-Curricular Interests
Photography
My Story
An Experienced Executive with years of phenomenal track record within the Financial Services, Business Development,Investment markets in formulating highly successful sales and marketing initiatives within the Wholesale & Corporate Banking Industry for reputed global entities, that augment value across diverse geographic locations, with the reputation of amalgamating resource skills that spearhead growth in terms of tangible business indicators.
Specialties: * Business Development/Relationshi
Specialties: * Business Development/Relationshi
